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MLR RETIREMENT SERVICES

ROGERS, MICHAEL LANCE

CRD 286377 · SEC 801-109990

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

United States

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

—

Discretionary AUM

—

Team

1 total employees; 1 advisory reps; 8 broker-dealer reps

Clients

0

Fees

Percentage of AUM; Fixed fees

Org form

Sole Proprietorship

Filing date

2024-05-29

Disciplinary history

No

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  • SEC IAPD →

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Services

Pension consulting

Client types

TypeClientsAUM
Pension/profit sharing plans8—

Official SEC filing: View on IAPD